Support
Employees of our team ‘Support’ have, on average, more than 10 years of seniority in...
Our solution CONCEPT
Family Office – General configuration
CONCEPT Family Office is offered in several variations, each adapted to specific work processes:...
Single Family Office configuration
Learn more : CONCEPT Processus Front office Treasury Back Office / Securities accounting Financial accounting...
Multi Family Office configuration
Learn more: CONCEPT Processus Front office Treasury Back Office / Securities accounting Financial accounting...
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CONCEPT Processus
CONCEPT Processus is an « OPEN INTERFACE ” which saves recapturing transactions. This...
CONCEPT Compliance LBA – AML
A WORK AND CONTROL TOOL The module CONCEPT Compliance LBA-AML is a tool designed to...
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Independent Asset Manager without Back Office
Learn more : CONCEPT Processus Front office Back Office...
Independent Asset Managers – Generalities
CONCEPT Independent Asset Managers has been specially designed to meet the needs of...
Independent Asset Managers with Back Office
Learn more: CONCEPT Processus Front office Back Office Consolidation of...
Compliance / AML
RISK MANAGEMENT This module allows you to: Define your own criteria of risks and allocate...
Entities management
DESCRIPTION This module of CONCEPT TrusteeTM consists of 6 parts: A database containing the history of...
Contacts management
DESCRIPTION This module enables entry and management of data relating to prospective clients makes use...
Invoicing – Debtors
INVOICING / DEBTORS The aim of this module is the rationalization and the automation of this...
Financial accounting
DESCRIPTION Due to its flexibility, this solution allows parameterizing of account charts and is suited to keep the...
Time Sheet
DESCRIPTION This module allows the user to manage ail information related to the time-sheet as...
Custom reporting
A reporting tool enables to define its own models The user can define its own...
Securities accounting
DESCRIPTION Securities accounting is a module complementary to financial accounting. It enables the user to:...
CONCEPT Broker
DESCRIPTION Integrated Solution for Securities Dealers / Securities Houses. It is made up of...
CONCEPT Broker +
DESCRIPTION CONCEPT Broker+ covers the fields of Brokerage and Asset management. As many brokers have extended their activity to portfolio...
Our history
Our company was incorporated in 1992, so already more than 30 years.
It is owned by the group founded by CORPORATE PERFORMANCE HOLDING SA – Nyon.
Its management team, professional background such as banking, fiduciary, family office, trust management and data processing, aimed to establish group of services able to provide integrated and customized solutions to companies active in the world of finance, based in Switzerland and / or abroad.
This goal was achieved and our expertise is now recognized for our financial software as well as for our consulting and outsourcing services.
In order to ensure our customers a LONG TERM vision with our operating companies, a significant part (30%) of the share capital of Corporate Performance Holding SA was sold to a new entity formed in 2008 under the name PERENNITE HOLDING SA. This company is owned by a number of our employees, who through their commitment, contributed significantly to the development of our group.
Our solutions
Our solutions have been acquired for more than 30 years by swiss and foreign clients installed in more than 10 countries.
Our clients
Currently, they are nearly 70 clients who trust in us (Family office (SFO / MFO), Independent managers / IAM, Trust management companies, Trustees, Brokers).
Our philosophy
Our desire has always been to offer a range of financial software reproducing WORK PROCESSES to enable our customers to improve their PRODUCTIVITY.
Our services See all
Training
The training is provided by qualified employees (more than 15 years of experience). It is...
Programming
Our IT department can: Adapt our standard products to various technical and / or functional...
Consulting
In order to optimize the installation, implementation and configuration of our software, our staff, through...